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Microsoft Dynamics 365 | Integration, Dataverse...
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Loan Vision Financial report schemas

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How do I copy an existing report schema?
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  • Jonas "Jones" Melgaard Profile Picture
    4,899 Most Valuable Professional on at
     
    Dynamics consists of many different products, such as F&O or Business Central just to name a few.
    If you tell me the product, I can move your question to the appropriate forum.
  • Suggested answer
    DAnny3211 Profile Picture
    11,397 on at

    Hi,

    To copy an existing report schema in Loan Vision, you typically have a few options depending on your environment setup:

    1. Using the Loan Vision UI:
      If the schema is part of a configurable module, check whether there's a "Copy" or "Save As" option directly within the report designer or schema setup page. Some versions allow duplicating a schema and modifying it without starting from scratch.

    2. Via SQL (Advanced):
      If you're working across companies or environments, the report schema might be stored in SQL tables. In that case, you can export the schema data from one company and import it into another using SQL scripts. Be cautious with this approach and ensure you’re not overwriting existing configurations 

      .

       

    3. Loan Vision Support or Documentation:
      If you're unsure which method applies to your version, I recommend checking the Loan Vision version history and release notes

       or contacting their support team for guidance tailored to your setup.

       

    Let me know if you need help identifying the schema tables or writing the SQL script!

    Best regards,
    Daniele

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